MailerSend is an email delivery platform that helps businesses send transactional emails, manage email templates, and track email performance. By connecting MailerSend to Coefficient, you can import your MailerSend data directly into Google Sheets or Excel for easier reporting and analysis.
Through Coefficient's AI-powered agent chat, you can quickly pull data from MailerSend and organize it in your spreadsheet. Once imported, you can also schedule automatic refreshes, create snapshots, and set up automations to keep your data up to date. 📧
Schedule your Import, Snapshots, and Add Automations
FAQs for MailerSend Integration
Connecting to MailerSend
When you begin a MailerSend import for the first time, you will need to go through a few steps to connect to MailerSend as a data source for Coefficient.
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1. Open the Coefficient Sidebar and click the Menu. |
2. Select “Connected Sources”. |
3. Select “Add Connection” at the bottom and then “Connect” to MailerSend. |
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4. Generate an API Token for your account in MailerSend. ℹ️ NOTE: If an API Key is not yet created for your account, you will need to create one. Please see MailerSend API documentation for details. |
5. Enter the API Token generated from your MailerSend account and click Connect.
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6. When successful, you can proceed with creating an import by clicking the "Import data..." button at the bottom. |
Import from MailerSend
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1. Open the Coefficient Sidebar and click on the “Import from…” button. |
2. Select “MailerSend” from the list. |
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3. Enter a clear and specific prompt describing your request for the data you need from MailerSend. |
4. Fields relating to your request will appear in the sidebar for you to select/unselect to include in your import. Click on "Add fields" to show all available fields. Click "Import" to proceed. |
5. Please allow a moment for the agent to generate your import. (The results will appear shortly.) Congratulations on creating your first MailerSend import through the agent chat! 🎉
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into your spreadsheet using Coefficient, you can set up the following:
FAQs for MailerSend Integration
How can I update or add filters to refine the data in my MailerSend import?
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To edit your import, open it from the sidebar and click “Edit this import” under the summary section (see screenshot). From there, enter a new prompt in the agent chat describing the updates you’d like to make (such as adding filters or adjusting sorting). |
Can I schedule my import for auto-refresh after it has been created by the agent?
Yes, once your import has been created by the agent, you can schedule it to auto-refresh from the “Refresh Schedule” section in the sidebar.
How can I update the API token for my MailerSend data source connection?
When you edit your import and open the Agent Chat, the AI will automatically detect if your API token is no longer valid. If needed, you’ll be prompted within the chat to update or enter a new API token.
How can I provide feedback about my experience with the agent chat?
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After your import is created, a prompt will appear in the sidebar allowing you to share your experience with the agent by selecting like or dislike. Your feedback helps us continue to improve the experience. 🙏🏼 |